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NVDA Stock Alert: Why Is Nvidia Plunging Today?

NVDA Stock Alert: Why Is Nvidia Plunging Today?

NVDA 股票提醒:为什么英伟达今天暴跌?
InvestorPlace ·  2022/09/01 11:01

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Following the U.S. government's decision to further restrict the sale of computer chips to China and Russia, Nvidia (NASDAQ:NVDA) stock is sinking more than 9%. The shares of a number of other chip makers are also retreating, while Nvidia and some of its peers are trending on social media today.

在美国政府决定进一步限制向中国和俄罗斯出售计算机芯片之后,英伟达(纳斯达克股票代码:NVDA)的股价下跌了9%以上。其他一些芯片制造商的股价也在回落,而Nvidia及其一些同行在当今的社交媒体上也呈现出趋势。

Washington is requiring Nvidia to meet new criteria to obtain a license to sell its chips to Chinese customers, Nvidia reported yesterday via an SEC filing. The firm estimates the rule could reduce its annual revenue by $400 million. The new requirement also applies to Russia, but Nvidia reported that it does not have any customers in that country.

英伟达昨天通过美国证券交易委员会的一份文件报道,华盛顿要求英伟达满足新标准才能获得向中国客户出售芯片的许可。该公司估计,该规定可能使其年收入减少4亿美元。新要求也适用于俄罗斯,但英伟达报告说,它在该国没有任何客户。

According to the filing, the U.S. is implementing the new rule to "address the risk that the covered products may be used in, or diverted to, a 'military end use.'" The measure will negatively impact sales of Nvidia's A100 and H100 offerings, which are used to facilitate the development of artificial intelligence.

根据该文件,美国正在实施新规定,以 “解决受保产品可能被用于或转移到'军事最终用途'的风险”。该措施将对英伟达A100和H100产品的销售产生负面影响,这些产品用于促进人工智能的发展。

AMD Will Also Be Hurt

AMD 也将受到伤害

Meanwhile, another prominent chip maker, Advanced Micro Devices (NASDAQ:AMD), received a similar notice from Washington, Investor's Business Daily reported today.

同时,另一家著名的芯片制造商Advanced Micro Devices(纳斯达克股票代码:AMD)也收到了华盛顿的类似通知, 《投资者商业日报》 今天报道。

AMD's financial results could actually be affected significantly more than those of Nvidia by the new restrictions. That's because, according to one publication, in 2020, China, including Hong Kong, accounted for roughly 24% of AMD's total revenue.

实际上,新限制措施对AMD财务业绩的影响可能比英伟达的财务业绩大得多。这是因为,根据一份出版物,2020年,包括香港在内的中国约占AMD总收入的24%。

In pre-market trading, AMD stock stock was retreating 2.2% and is now down more than 6% for the day.

在盘前交易中,AMD股价下跌了2.2%,目前当天下跌了6%以上。

Wall Street Firms React to the NVDA Stock News

华尔街公司对NVDA股票新闻的反应

Research firm Bernstein responded to the news by cutting its price target on NVDA stock to $180 from $210, while JPMorgan wrote Nvidia is "working to limit downside risk" of Washington's move, according to The Fly.

据称,研究公司伯恩斯坦对这一消息的回应是将NVDA股票的目标股价从210美元下调至180美元,而摩根大通则写道,英伟达正在 “努力限制华盛顿此举的下行风险” 苍蝇

On the date of publication, Larry Ramer did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.

在发布之日,拉里·拉默没有(直接或间接)持有本文提及的证券的任何头寸。本文中表达的观点是作者的观点,以InvestorPlace.com为准出版指南

Larry Ramer has conducted research and written articles on U.S. stocks for 15 years. He has been employed by The Fly and Israel's largest business newspaper, Globes. Larry began writing columns for InvestorPlace in 2015. Among his highly successful, contrarian picks have been GE, solar stocks, and Snap. You can reach him on StockTwits at @larryramer.

拉里·拉默(Larry Ramer)从事有关美国股票的研究和撰写文章已有15年了。他曾受雇于The Fly和以色列最大的商业报纸《环球报》。拉里于2015年开始为InvestorPlace撰写专栏文章。他非常成功的逆势选择包括通用电气、太阳能股和Snap。你可以在 StockTwits 上通过 @larryramer 联系他。

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